Investment Management Associates

$810MAssets under management
as of May 2026 · SEC Form ADV
Greenwood Village, CO
Visit website
3 people on Advicer connected to this.

Tech stack

No one at Investment Management Associates has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $176M held · filed Dec 2024
Schwab
Per Form ADV · $172M held · filed Dec 2024